Ncino Architect

Role & responsibilities

1. End-to-End Solution Architecture
   
   Design and document technical blueprints for nCino modules:
   
   Commercial Lending & Retail Lending: Configure loan origination workflows, covenants, and syndication.
   
   Deposit Account Opening (DAO): Streamline digital onboarding with eSignature (DocuSign) and identity verification.
   
   Collateral Management: Customize collateral tracking, valuation, and lien perfection workflows.
   
   Credit Memo & Risk Rating: Automate credit scoring models and integrate with Moodys/FICO.
   
   Loan Review & Portfolio Management: Build dashboards for exposure analysis and early warning systems.
   
   Compliance & Audit: Implement SOX/GDPR controls and audit trails.
2. Module-Specific Customization
   
   Document Management: Integrate nCino with DocuSign, SharePoint, or OpenText for document generation/storage.
   
   Product Catalog & Pricing: Configure dynamic pricing engines and product eligibility rules.
   
   Analytics & Reporting: Develop Tableau CRM (Einstein Analytics) dashboards for loan performance tracking.
3. Integration Layer Leadership
   
   Architect real-time integrations with:
   
   Core Banking Systems (Fiserv, Jack Henry, Temenos) via APIs or middleware (MuleSoft, Boomi).
   
   Credit Bureaus (Experian, Equifax) for automated credit pulls.
   
   KYC/AML Providers (Refinitiv, LexisNexis) for customer due diligence.
   
   Design event-driven architectures for data synchronization (e.g., loan booking to core systems).
4. Technical Governance & Optimization
   
   Enforce nCino/Salesforce best practices for security (shield, field-level encryption), performance (bulkified triggers), and scalability.
   
   Lead code reviews and mitigate risks in custom Apex, LWC, or OmniScripts.
5. Stakeholder Collaboration
   
   Advise CTOs/CDOs on nCino roadmap alignment with business goals.
   
   Train teams on Agile/SAFe methodologies for iterative delivery.